See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,053 | $78,422-61.7% | $95,952-68.7% | $79,858-62.4% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 18.81% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,445 | $1,945+25.7% | $2,541-3.8% | $2,471-1.1% |
| Participant deferral / active EE | $6,313 | $3,440+83.5% | $4,167+51.5% | $3,740+68.8% |
| Admin fee / account holder | $920 | $5,622-83.6% | $6,795-86.5% | $5,306-82.7% |